Hire Aiva + Redtail CRM

Hire Aiva + Redtail CRM integrations

Create new Hire Aiva leads from newly created Redtail CRM contacts

Effortlessly keep your sales pipeline updated with this Redtail CRM and Hire Aiva workflow. When a new contact is created in Redtail CRM, it will trigger the creation of a new lead in Hire Aiva, ensuring your team stays informed and on top of potential new clients. This seamless integration streamlines your CRM process, saving time and improving efficiency.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
New LeadCreates a new lead for processing
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Redtail CRM and Hire Aiva

Discover other triggers and actions you can use with Redtail CRM and Hire Aiva

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Lead Marked Interested
Triggers when a lead is marked as interested
Trigger
Instant
Try It
Lead Marked Unresponsive
Triggers when a lead is marked as unresponsive
Trigger
Instant
Try It
New Lead Received
Triggers when a new lead is received
Trigger
Instant
Try It
Scripts
List of scripts.
Trigger
Polling
Try It
- Lead Phone, Lead Email, or Lead ID
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
Appointment Booked
Triggers when an appointment is booked with a lead
Trigger
Instant
Try It
Lead Marked Not Interested
Triggers when a lead is marked as not interested
Trigger
Instant
Try It
Landline Lead
Triggers when a lead comes in with a landline number
Trigger
Instant
Try It
Team Members
List of team members.
Trigger
Polling
Try It
- Name
- Email Address
- Phone Number
  Required
- Lead Source
  Required
- Property Address
- Comments
- Lead Type
  Required
- Script
  Required
- Assigned Agent
- Facebook Campaign Name
- External Lead ID
Action
Write

About Hire Aiva

Aiva helps real estate agents convert online leads

HelpHelp

Related categories

HR Talent & Recruitment

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier